![Mollie Felt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Ms. Mollie A. Felt is a Senior Wealth Management Associate at Greenleaf Trust.
She is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios.
She has nearly 15 years of experience in the financial services industry.
She holds a bachelor’s degree in accounting from DePaul University.
She has also earned her CERTIFIED FINANCIAL PLANNER® certification.
Posizioni attive di Mollie Felt
| Società | Posizione | Inizio |
|---|---|---|
Greenleaf Trust
 Greenleaf Trust Investment ManagersFinance Provides investment advice | Trading-Equity | - |
Precedenti posizioni note di Mollie Felt
| Società | Posizione | Fine |
|---|---|---|
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Trading-Equity | 01/06/2023 |
Formazione di Mollie Felt
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf AM’s internal research focuses on economic and industry trends as well as investment-specific factors. The firm employs a top-down investment approach that is based on fundamental and technical analysis. They research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline while following a strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Once a stock is selected, technical analysis is used to help determine when it should be introduced into appropriate individual portfolios. Mutual funds are utilized within some of their investment strategies. | Finance |
Greenleaf Trust
Greenleaf Trust Investment ManagersFinance Provides investment advice | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
